Our Team
Meet Our Team
Lori is a California Licensed Professional Fiduciary. She is our founder and principal. Always with her nose to the grindstone, it would be difficult to find anyone more passionate about their work. With a solid college education and a drive to get things done, Lori takes matters seriously but has a warm and generous heart.
Heidi is a California licensed attorney, not practicing law. Her careful decision making and astute nature makes Heidi perfectly suited to serve as a Professional Fiduciary. Her above board qualifications are highly valued by her clients and fellow professionals. Heidi's ethics are evident in everything she does, as is her caring and kind personality.
We are excited and proud of Jenny as she prepares to take the California Licensed Professional Fiduciary exam.
Her extensive experience in the Estate Planning field makes her well-prepared for this exam. Jenny possesses a wealth of knowledge and a well-rounded background, positioning her for success in this new chapter of her life. Jenny is bright and ready for any challenge.
She'll go far!
When you are an experienced Case Manager working for an Indian Tribe, like Samaurrii did, your natural next step is to become a California Licensed Professional Fiduciary. Sam gained real-world experience managing financial affairs, estates, and all details necessary for someone's well-being. Samaurrii's degrees in Public Administration and Health Education comes in handy. She has a confident demeanor, and a strong desire to dig right in.
